Adam Sanders

Client Service Associate

"Treat others how you want to be treated"

About Adam

I am new to the wealth management world, but I am confident and experienced with managing a book of business. I am motivated by improving every day, serving others and making their needs a priority.

Download Adam's Full Bio

Experience

Client Service Associate
Oswald Financial, Inc., 2024 - Present
Account Manager
Fund That Flip, Inc., 2023 – 2024
Servicing Analyst
Fund That Flip, Inc., 2021 – 2023

Education

Bachelor of Art in Business Administration
John Carroll University, 2017 – 2021